|At LAGOS WEALTH ADVISORS, we focus on helping you build, protect and perpetuate family wealth for multiple generations by identifying the necessary
resources needed to develop comprehensive solutions to even the most complicated planning objectives. We specialize in serving as a resource for CPA and Law firms, assisting in identifying and implementing solutions to their clients’ most challenging tax and
wealth management problems.
As an independent advisory organization, we are free from the conflicts of interest and proprietary pressure imposed on many other advisors who are often limited to the resources of a single organization. LAGOS WEALTH
ADVISORS is proud to be partnered with many of the most respected institutions and industry experts in the country. Our structure allows us the unique ability to marshal the best resources on behalf of our clients and their
LAGOS WEALTH ADVISORS' specialized services provide the foundation for successfully representing the
owners of closely held businesses, the affluent family and individuals in or nearing
retirement. Working closely with our clients and their other advisors, we provide our services in a "family office" environment and focus on identifying our clients planning objectives in the areas of
wealth preservation and wealth transfer planning.
We serve individual client relationships as well as provide comprehensive wealth management resources to CPA, Law and other Advisory firms. LAGOS WEALTH ADVISORS
was established by Michael W. Lagos, CFP® in June 1995 as an independent boutique wealth management organization.
Lagos Wealth Advisors' corporate offices are located in Diamond Bar, California and serve clients across the country.
Dedicated to professional excellence and industry experience, we provide our services in a confidential and consultative manner, building life-long relationships based upon education, trust, communication, and service.
Contact us today to learn how we can potentially help you!